AUMdb

A Caring Alternative, Llc 401(k) Plan

Sponsored by A Caring Alternative, Llc · EIN 204357268 · Plan #001

Total assets
$1.5M
Net assets
$1.5M
Active participants
152
With balances
137

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $18,200